Carl Scholz CPA TEP

Biography

Carl Scholz, CPA, TEP, is a Tax Partner at Baker Tilly Catalyst LLP, where he focuses on delivering tailored tax planning solutions for private companies and their shareholders. His work spans complex areas such as corporate structuring and reorganizations, succession and estate planning, resolving uncertain tax situations, and tax planning in M&A transactions. Carl’s deep expertise in Canadian taxation principles has made him a trusted advisor for clients navigating intricate corporate and personal tax matters.

Carl also leads Baker Tilly Catalyst Wealth Inc., guiding clients through critical financial decisions around retirement readiness, wealth accumulation, estate planning health assessments, and the use of risk management products. By integrating financial planning concepts with his extensive tax knowledge, Carl provides holistic strategies that align wealth and tax planning, helping clients achieve clarity and confidence in their financial future.